Mcelhenny Sheffield Capital Management, LLC

Mcelhenny Sheffield Capital Management, LLC (CRD# 115120) is a financial advisory firm headquartered in Dallas, TX. They manage $173,700,000 in 249 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $697,590
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Mcelhenny Sheffield Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Johnny C. Fowler
CRD#: 4910295
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
96
Wealthminder
score

Johnny Fowler (CRD# 4910295) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 11 years of experience in the finance industry. Johnny Fowler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Todd S. Terry
CRD#: 4435739
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
96
Wealthminder
score

Todd Terry (CRD# 4435739) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

3
Jeffrey P. Bradley
CRD#: 4022578
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
93
Wealthminder
score

Jeffrey Bradley (CRD# 4022578) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

4
Bruce M. Fraser
CRD#: 2301904
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
93
Wealthminder
score

Bruce Fraser (CRD# 2301904) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 23 years of experience in the finance industry.

5
Andrew C. Hunt
CRD#: 2785394
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
93
Wealthminder
score

Andrew Hunt (CRD# 2785394) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 20 years of experience in the finance industry.

6
Ryan A. McKee
CRD#: 5804916
4311 W. Lovers Lane, Suite 101, Dallas, TX 75209
93
Wealthminder
score

Ryan McKee (CRD# 5804916) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 6 years of experience in the finance industry.

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